Coldstream Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.13M | Buy |
11,125
+376
| +3% | +$190K | 0.06% | 147 |
|
|
2025
Q4 | $6.09M | Sell |
10,749
-718
| -6% | -$382K | 0.08% | 136 |
|
|
2025
Q3 | $5.13M | Sell |
11,467
-225
| -2% | -$108K | 0.07% | 146 |
|
|
2025
Q2 | $6.35M | Buy |
11,692
+822
| +8% | +$430K | 0.1% | 118 |
|
|
2025
Q1 | $5.38M | Sell |
10,870
-669
| -6% | -$370K | 0.11% | 112 |
|
|
2024
Q4 | $6.02M | Sell |
11,539
-22
| -0.2% | -$11.5K | 0.13% | 104 |
|
|
2024
Q3 | $5.77M | Buy |
11,561
+2,399
| +26% | +$1.12M | 0.12% | 111 |
|
|
2024
Q2 | $4.08M | Sell |
9,162
-84
| -0.9% | -$33.5K | 0.1% | 122 |
|
|
2024
Q1 | $3.69M | Buy |
9,246
+1,037
| +13% | +$392K | 0.09% | 125 |
|
|
2023
Q4 | $2.77M | Buy |
8,209
+435
| +6% | +$130K | 0.08% | 134 |
|
|
2023
Q3 | $2.27M | Buy |
7,774
+393
| +5% | +$123K | 0.07% | 148 |
|
|
2023
Q2 | $2.52M | Sell |
7,381
-19
| -0.3% | -$5.75K | 0.08% | 139 |
|
|
2023
Q1 | $1.89M | Buy |
7,400
+65
| +0.9% | +$16K | 0.06% | 182 |
|
|
2022
Q4 | $1.95M | Buy |
+7,335
| New | +$1.79M | 0.07% | 175 |
|
|
2022
Q2 | $1.35M | Buy |
6,726
+292
| +5% | +$68.5K | 0.05% | 201 |
|
|
2022
Q1 | $1.94M | Sell |
6,434
-4,873
| -43% | -$1.42M | 0.07% | 145 |
|
|
2021
Q4 | $4.06M | Buy |
11,307
+9,132
| +420% | +$3.14M | 0.13% | 106 |
|
|
2021
Q3 | $514K | Sell |
2,175
-7,455
| -77% | -$2.5M | 0.02% | 242 |
|
|
2021
Q2 | $2.95M | Buy |
9,630
+63
| +0.7% | +$17.7K | 0.12% | 130 |
|
|
2021
Q1 | $2.36M | Buy |
9,567
+6,804
| +246% | +$1.71M | 0.14% | 91 |
|
|
2020
Q4 | $753K | Buy |
2,763
+900
| +48% | +$223K | 0.05% | 180 |
|
|
2020
Q3 | $440K | Buy |
1,863
+51
| +3% | +$11.5K | 0.04% | 201 |
|
|
2020
Q2 | $344K | Buy |
1,812
+144
| +9% | +$25.8K | 0.03% | 213 |
|
|
2020
Q1 | $276K | Sell |
1,668
-351
| -17% | -$64.3K | 0.03% | 215 |
|
|
2019
Q4 | $398K | Buy |
2,019
+123
| +6% | +$23K | 0.03% | 224 |
|
|
2019
Q3 | $341K | Buy |
1,896
+6
| +0.3% | +$1.04K | 0.03% | 229 |
|
|
2019
Q2 | $330K | Sell |
1,890
-294
| -13% | -$50.4K | 0.03% | 236 |
|
|
2019
Q1 | $415K | Sell |
2,184
-195
| -8% | -$34.7K | 0.04% | 207 |
|
|
2018
Q4 | $380K | Sell |
2,379
-93
| -4% | -$15.8K | 0.04% | 217 |
|
|
2018
Q3 | $473K | Buy |
2,472
+192
| +8% | +$34.1K | 0.04% | 213 |
|
|
2018
Q2 | $364K | Buy |
2,280
+90
| +4% | +$13.7K | 0.04% | 229 |
|
|
2018
Q1 | $301K | Buy |
2,190
+258
| +13% | +$36K | 0.03% | 234 |
|
|
2017
Q4 | $235K | Buy |
1,932
+87
| +5% | +$10.9K | 0.03% | 278 |
|
|
2017
Q3 | $214K | Buy |
+1,845
| New | +$201K | 0.02% | 284 |
|
Other funds holding ISRG
VCM
VPM
Coldstream Capital Management's ISRG Position: Q1 2026 in Review
Coldstream Capital Management increased its Intuitive Surgical (ISRG) stake by 3.5% in Q1 2026, buying an estimated $190K and bringing the position to 11,125 shares worth $5.13M. The position accounts for 0.06% of the portfolio, ranked #147.
Coldstream Capital Management first reported a position in ISRG in Q3 2017 and has held it in 34 quarters since. The position peaked at $6.35M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Coldstream Capital Management held 11,125 shares of Intuitive Surgical worth $5.13M as of Q1 2026.
- Coldstream Capital Management bought 376 Intuitive Surgical shares in Q1 2026, an estimated $190K.
- Intuitive Surgical made up 0.06% of Coldstream Capital Management's portfolio in Q1 2026, its #147 holding.
- Coldstream Capital Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 34 quarters since.
- Coldstream Capital Management's Intuitive Surgical position peaked at $6.35M in Q2 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.